| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 61.2 | ¤839,100 | US |
| MS | Morgan Stanley | 60.4 | ¤291,118 | US |
| GS | Goldman Sachs Group, Inc. | 46.4 | ¤268,335 | US |
| WFC | Wells Fargo & Company | 61.2 | ¤252,097 | US |
| PM | Philip Morris International Inc. | 50.8 | ¤248,539 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| DLX | Deluxe Corporation | 59.4 | ¤1,313 | US |
| DMLP | Dorchester Minerals, L.P. | 53.0 | ¤1,341 | US |
| GSL | Global Ship Lease, Inc. Class A | 72.0 | ¤1,394 | GR |
| CSWC | Capital Southwest Corporation | 66.5 | ¤1,427 | US |
| WLY | John Wiley & Sons, Inc. Class A | 65.2 | ¤2,042 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| PEP | PepsiCo, Inc. | 53.9 | 33 | US |
| JPM | JPMorgan Chase & Co. | 61.2 | 20 | US |
| MPLX | MPLX LP | 68.0 | 20 | US |
| AMGN | Amgen Inc. | 65.4 | 19 | US |
| EPD | Enterprise Products Partners L.P. | 49.0 | 18 | US |
| PNC | PNC Financial Services Group, Inc. | 65.0 | 18 | US |
| WES | Western Midstream Partners, LP | 64.9 | 16 | US |
| BX | Blackstone Inc. | 48.0 | 12 | US |
| PAA | Plains All American Pipeline, L.P. | 47.0 | 12 | US |
| PM | Philip Morris International Inc. | 50.8 | 12 | US |
| Average Market Cap | ¤106,519 |
| Median Market Cap | ¤78,548 |
| Avg. 3 Mo. Dollar Vol. | ¤644,652,874 |
| Avg. 3 Mo. Trading Vol. | 3,889,735 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Utilities |
| Trailing P/E Ratio (12 Mo.) | 16.6 |
| Forward P/E Ratio (12 Mo.) | 14.5 |
| Price/Book Ratio | 3.5 |
| Avg. Revenue Chg. - 3 Yr | 23.0% |
| Avg. Op. Income Chg. - 3 Yr. | 36.4% |
| Avg. EPS Growth - 3 Yr. | 11.8% |
| Avg. EPS Growth - 1 Yr. | 14.1% |
| Avg. Operating Margin | 25.8% |
| Avg. LT Debt to Total Capital | 55.4% |
| Avg. Return on Equity | 19.7% |
| Dividend Yield | 3.2% |
| US Income 50 Index | 58.88 |
| United States Of America | 92.0% |
| Bermuda | 2.0% |
| Greece | 2.0% |
| Ireland | 2.0% |
| Netherlands | 2.0% |
